OldBullWalkin

Mark Cuban's line for anyone starting out: "There's gonna be two types of companies, those who are great at AI and those who have gone out of business." And two types of people: "those who use AI to learn anything and those who use AI so they don't have to learn anything." He says the biggest problem for entrepreneurs of any age right now is just getting comfortable talking to the AI. He compares it to people checking the first spreadsheets on a 10-key adding machine. "This is the greatest transitional technology we have ever seen, and I've been around for all of them." From @a16z with @mcuban.

BREAKING: OpenAI CEO Sam Altman says having RAM in personal computers is an inefficient use of the world’s limited DRAM supply, arguing it would be better allocated to data centers, per Tom’s Hardware

I sure do love my "white privilege"

Make sure you save this post. This is where the future is heading towards for the stock market. Here's the top 20 fastest-growing jobs from today until 2035: 1. Nurse practitioners (41%) 2. Solar photovoltaic installers (37%) 3. Data scientists (35%) 4. Wind turbine service technicians (30%) 5. Medical and health services managers (24%) 6. Physical therapist assistants (23%) 7. Psychiatric technicians (22%) 8. Computer and information research scientists (22%) 9. Occupational therapy assistants (21%) 10. Ophthalmic medical technicians (21%) 11. Physician assistants (21%) 12. Information security analysts (21%) 13. Occupational health and safety technicians (19%) 14. Hearing aid specialists (19%) 15. Epidemiologists (19%) 16. Occupational health and safety specialists (18%) 17. Substance abuse, behavioral disorder, and mental health counselors (18%) 18. Home health and personal care aides (18%) 19. Health specialties teachers, postsecondary (18%) 20. Industrial machinery mechanics (18%) What does this mean for the stock market? Healthcare: - healthcare is the largest category on this list. It is literally the future. Huge aging population - the system also faces a binding capacity constraint. Physician shortages (especially primary care) are projected to persist deep into the 2030s - home health aides, therapy assistants, and health services managers are scaling to support aging-in-place and higher-acuity outpatient care - mental health and substance-use roles also reflect a multi-year crisis - Stocks for advanced practice and managed care: $UNH, $ELV, $HUM, $CI - Stocks for devices: $ISRG, $SYK, $MDT, $BSX - Age-related: $LLY, $ABBV, $MRK, $AMGN, $NVO - Senior housing: $WELL, $VTR Technology: - data volume is compounding across every industry (including healthcare records, imaging, and claims) - data scientists exist to turn that volume into usable signals - AI requires continuous research, not just implementation. - computer and information research scientists invent the next algorithms and systems as basic data science becomes more widespread - connectivity permanently expands the attack surface - Information security analysts grow because the cost of being unsecured keeps rising; especially in healthcare, finance, and critical infrastructure - stocks for AI infrastructure & platforms: $NVDA, $MSFT, $GOOGL, $AMZN, $AVGO, $AMD, $SNOW, $PLTR - stocks for cybersecurity: $CRWD, $PANW, $ZS, $FTNT, $S, $OKTA Renewables: - solar and wind appear because of the energy transition, but the absolute job numbers remain small compared with healthcare and tech. - solar photovoltaic installers and wind turbine technicians are high-percentage growth roles tied to new capacity and maintenance. - these stocks remain more policy-sensitive and cyclical than the healthcare or cybersecurity names. - stocks for renewables overall: $TSLA - stocks for solar: $ENPH, $SEDG, $FSLR, $RUN, $NOVA - stocks for wind / clean energy: $GEV Industrials: - industrial machinery mechanics is the main non-service name on the list. - demand comes from keeping factories, production lines, and equipment running as manufacturing and automation continue. - this is the more traditional industrial maintenance and equipment side of the economy. - stocks: $SPCX, $CAT, $DE, $HON, $ETN, $ROK, $EMR Okay so what to do? In my opinion, healthcare is the biggest and most durable demand engine on this list. An aging population, doctor shortages, and the move toward more care at home and outside hospitals are already locked in. This is the part of the market that should act as the ballast in a portfolio. Have some real exposure to healthcare. Tech (data, AI, and cybersecurity) is the higher-upside layer sitting on top of that. These names tend to move more when the market is in growth mode, but they also carry more volatility. So make sure you have exposure here in tech as well for the next decade to outperform the markets. Renewables and industrial machinery show up on the list, but they are smaller pieces of the overall picture and more sensitive to policy and the economic cycle. It's okay to have crazy volatile names, but make sure you size it correctly. Whatever happens, let's continue to compound our winners and make millions together.

Starting this week, 9,767 Michiganders will open their mail and find out their medical debt is gone. Together with Undue Medical Debt, we’ve erased over $21 million in this third round of relief. In Michigan, no one should go broke trying to pay for the care they need.

$EOSE has lost nearly 80% of its value over the past year 😳

I refuse to believe they are just gonna let this die after a whole generation (even 2) grew up wearing only this